Greenwood Private Clients jobs and careers

About Greenwood Private Clients

A multi-licensed firm positioned to provide expert advice in key areas: 1. Wealth Management: - Asset management expertise. - Holistic financial planning for individual financial goals. - Building long-term financial independence and stability. - Tailored plans considering current financial status, future goals, and risk tolerance. 2. Family Protection - Wills, Insurance, Tax: - Asset review, jurisdiction analysis, and applicable laws. - Guidance on essential documents to safeguard your family and legacy. - Expertise in global estate tax and tax mitigation solutions. - Diverse insurance options for family protection. 3. Global Tax Planning - Income, Capital Gains, Corporate, and Estate Tax: - Expat tax obligations understanding. - Strategies to mitigate taxes during your lifetime or upon death. - Repatriation tax planning advice. 4. Business Planning - Succession and Tax: - Future governance discussions. - Business succession planning and ownership transition. - Legal and tax advice tailored to your business. - Relevant insurance considerations for your business.